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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
901
Fort Point Capital Partners
California
$610K +$172K +2,231 +34%
RMAM
902
Raab & Moskowitz Asset Management
New Jersey
$609K +$615K +7,961 +950%
MOACM
903
Mutual of America Capital Management
New York
$604K +$59.5K +770 +10%
FMWA
904
Forvis Mazars Wealth Advisors
Missouri
$602K -$238K -3,074 -26%
HFS
905
Haverford Financial Services
Pennsylvania
$600K +$145K +1,870 +28%
FHC
906
First Heartland Consultants
Missouri
$599K -$71.5K -925 -10%
OBGC
907
O'Brien Greene & Co
Pennsylvania
$595K +$663K +8,580 New
TA
908
Trellis Advisors
Washington
$593K – – –
BCM
909
Brookmont Capital Management
Texas
$589K -$1.85K -24 -0.3%
CCB
910
Cutter & Co Brokerage
Missouri
$586K +$452K +5,844 +224%
EF
911
Empirical Finance
Pennsylvania
$577K +$643K +8,321 New
MHS
912
M Holdings Securities
Oregon
$573K +$83.5K +1,080 +15%
S
913
SignatureFD
Georgia
$572K -$101K -1,302 -14%
KLCM
914
KG&L Capital Management
Louisiana
$565K +$624K +8,073 New
SFG
915
StrategIQ Financial Group
Indiana
$564K +$381K +4,934 +154%
DI
916
DFPG Investments
Utah
$561K +$625K +8,090 New
BW
917
Bison Wealth
Georgia
$560K -$28.1K -363 -4%
GCA
918
Gradient Capital Advisors
California
$557K +$12.4K +161 +2%
BAM
919
Berkshire Asset Management
Pennsylvania
$555K +$155K +2,000 +33%
SFM
920
Signature Financial Management
Virginia
$554K – – –
SNT
921
Security National Trust
West Virginia
$552K -$76.1K -985 -11%
SCG
922
Sonata Capital Group
Washington
$551K -$57.6K -745 -9%
FWIA
923
Fort Washington Investment Advisors
Ohio
$549K +$612K +7,914 New
BCWM
924
Bartlett & Co Wealth Management
Ohio
$546K -$75.4K -975 -11%
BC
925
Bartlett & Co
Ohio
$546K -$75.4K -975 -11%
35 36
37
38 39